NEW YORK STATE UNITED TEACHERS MEMBER BENEFITS CATASTROPHE MAJOR
Cite this
Plain text NEW YORK STATE UNITED TEACHERS MEMBER BENEFITS CATASTROPHE MAJOR. Strategy Studio, nonprofit organization profile, tax years 2016–2024. https://strategystudio.org/org/477358956. Retrieved 2026-10-20.
APA Strategy Studio. (n.d.). NEW YORK STATE UNITED TEACHERS MEMBER BENEFITS CATASTROPHE MAJOR [Nonprofit organization profile; tax years 2016–2024]. Retrieved October 20, 2026, from https://strategystudio.org/org/477358956
MLA “NEW YORK STATE UNITED TEACHERS MEMBER BENEFITS CATASTROPHE MAJOR.” Strategy Studio, tax years 2016–2024, https://strategystudio.org/org/477358956. Accessed 20 Oct. 2026.
Retrieved 2026-10-20; covers tax years 2016–2024. Data: Strategy Studio, CC BY 4.0.
2024 · Form 990 · revenue $51.3M · expenses $29.2M · assets $212.1M
- Also known as
- MEDICAL INSURANCE TRUST
- EIN
- 47-7358956
- Address
- 800 TROY SCHENECTADY RD, LATHAM, NY 12110-2455
- NTEE code
- E80
- Subsection
- 501(c)(5)
- Ruling year
- 2016
- Cross-check
- ProPublica Nonprofit Explorer
Mission
THE CATASTROPHE MAJOR MEDICAL PLAN ("CMM PLAN") WAS FORMED UNDER TRUST TO PROVIDE SUPPLEMENTAL (EXCESS MAJOR MEDICAL BENEFITS) HEALTH INSURANCE TO THE NYSUT MEMBERSHIP WHO VOLUNTARILY PARTICIPATE.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
33 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Lockwood Jeffrey J | CFO, DIRECTOR OF FINANCE | 2021-2024 | $345,374 | $1,369,824 | 1 |
| Ferrucci Jaclyn L | DEPUTY DIRECTOR FINANCE | 2021-2024 | $309,517 | $1,192,837 | 1 |
| Clement Derek S | ASST IN MEMBER BENEFITS | 2021-2024 | $273,625 | $1,084,734 | 1 |
| Abraham J Philippe | CHAIRPERSON/TRUSTEE | 2021-2024 | $265,154 | $1,039,491 | 1 |
| Mccrea Gregory J | SECRETARY | 2023-2024 | $295,997 | $590,499 | 1 |
| Kennedy Michelle | MEMBER BENEFIT SPECIALIST | 2024 | $206,699 | $206,699 | 1 |
| Jacobsen Margaret | DIRECTOR OF MEMBER BENEFIT | 2024 | $201,700 | $201,700 | 1 |
| Franz Laura | TRUSTEE | 2022-2024 | $32,274 | $99,257 | 1 |
| Bushey Michele | TRUSTEE | 2022-2024 | $16,747 | $51,940 | 1 |
| Sill Michael | TRUSTEE | 2022-2024 | $16,747 | $49,261 | 1 |
| Carner-Shafran Sandra | TRUSTEE | 2022-2024 | $3,195 | $36,758 | 1 |
| Sherman Roderick | TRUSTEE | 2022-2024 | $2,875 | $8,135 | 1 |
| Travinski Michael S (former) | ASSOC GENERAL COUNSEL | 2021-2023 | $343,307 | $961,795 | 1 |
| Porter Betsy L (former) | MANAGER, MEMBER BENEFITS | 2021-2023 | $290,373 | $833,210 | 1 |
| Samuels Emily B (former) | SECRETARY | 2021-2022 | $250,894 | $498,680 | 1 |
| Carlisto Donald (former) | TRUSTEE | 2021-2022 | $294,576 | $417,405 | 1 |
| Fellows Debra L (former) | ASST MGR. IN MEMBER BENEFI | 2022-2023 | $215,997 | $412,996 | 1 |
| Jeffrey Lockwood (former) | CFO, DIRECTOR OF FINANCE | 2020 | $329,165 | $329,165 | 7 |
| Hartnett Jeffrey S (former) | PLAN ADMINISTRATOR | 2021 | $322,016 | $322,016 | 1 |
| Jeffrey Hartnett (former) | PLAN ADMINISTRATOR | 2016-2020 | $315,675 | $315,675 | 3 |
| Michael S Travinski (former) | ASSOCIATE GENERAL COUNSEL | 2020 | $307,892 | $307,892 | 2 |
| Jaclyn L Ferrucci (former) | DEPUTY DIRECTOR OF FINANCE | 2020 | $281,801 | $281,801 | 2 |
| Derek S Clement (former) | ASSISTANT IN MEMBER BENEFITS | 2020 | $266,311 | $266,311 | 1 |
| J Philippe Abraham (former) | CHAIRPERSON | 2017-2020 | $261,180 | $261,180 | 13 |
| Colligan Donald (former) | ASST IN MEMBER BENEFITS | 2021 | $255,223 | $255,223 | 1 |
| Donald Colligan (former) | ASSISTANT IN MEMBER BENEFITS | 2020 | $253,735 | $253,735 | 2 |
| Betsy L Porter (former) | MANAGER, MEMBER BENEFITS | 2020 | $251,561 | $251,561 | 2 |
| Lachapelle Ginger (former) | DIRECTOR OF MEMBER BENEFITS | 2023 | $248,580 | $248,580 | 1 |
| Emily Samuels (former) | SECRETARY | 2016-2020 | $235,117 | $235,117 | 2 |
| Sandra Carner-Shafran (former) | TRUSTEE | 2016-2021 | $24,609 | $49,373 | 4 |
| Laura Franz (former) | TRUSTEE | 2020-2021 | $25,749 | $33,639 | 3 |
| Donald Carlisto (former) | TRUSTEE | 2018-2020 | $23,554 | $23,554 | 3 |
| Roderick Sherman (former) | TRUSTEE | 2016-2021 | $2,500 | $5,000 | 4 |
Officers and directors, no compensation reported
5 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Arthur Pepper (former) | TRUSTEE | 2016-2019 | 1 | $0 reported | 4 |
| Deborah Paulin (former) | TRUSTEE | 2016-2017 | 1 | $0 reported | 2 |
| Donal Carlisto (former) | TRUSTEE | 2017 | 1 | $0 reported | 1 |
| Barbara Hafner (former) | TRUSTEE | 2016 | 1 | $0 reported | 4 |
| John Burns (former) | TRUSTEE | 2016 | 1 | $0 reported | 2 |
People by year
2024 · 12 people listed · 12 paid, $2.0M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LOCKWOOD JEFFREY J | CFO, DIRECTOR OF FINANCE | 1 | $0 | $222,424 | $122,950 | $345,374 | 1 |
| FERRUCCI JACLYN L | DEPUTY DIRECTOR FINANCE | 1 | $0 | $196,064 | $113,453 | $309,517 | 1 |
| MCCREA GREGORY J | SECRETARY | 1 | $0 | $189,026 | $106,971 | $295,997 | 1 |
| CLEMENT DEREK S | ASST IN MEMBER BENEFITS | 3 | $0 | $168,311 | $105,314 | $273,625 | 1 |
| ABRAHAM J PHILIPPE | CHAIRPERSON/TRUSTEE | 1 | $0 | $165,584 | $99,570 | $265,154 | 1 |
| KENNEDY MICHELLE | MEMBER BENEFIT SPECIALIST | 3 | $0 | $123,355 | $83,344 | $206,699 | 1 |
| JACOBSEN MARGARET | DIRECTOR OF MEMBER BENEFIT | 10 | $0 | $144,297 | $57,403 | $201,700 | 1 |
| FRANZ LAURA | TRUSTEE | 1 | $0 | $32,274 | $0 | $32,274 | 1 |
| BUSHEY MICHELE | TRUSTEE | 1 | $0 | $16,747 | $0 | $16,747 | 1 |
| SILL MICHAEL | TRUSTEE | 1 | $0 | $16,747 | $0 | $16,747 | 1 |
| CARNER-SHAFRAN SANDRA | TRUSTEE | 1 | $0 | $3,195 | $0 | $3,195 | 1 |
| SHERMAN RODERICK | TRUSTEE | 1 | $0 | $2,875 | $0 | $2,875 | 1 |
2023 · 14 people listed · 14 paid, $2.7M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LOCKWOOD JEFFREY J | CFO, DIRECTOR OF FINANCE | 1 | $0 | $229,683 | $132,096 | $361,779 | 1 |
| TRAVINSKI MICHAEL S | ASSOC GENERAL COUNSEL | 1 | $0 | $211,012 | $132,295 | $343,307 | 1 |
| FERRUCCI JACLYN L | DEPUTY DIRECTOR FINANCE | 1 | $0 | $191,252 | $119,379 | $310,631 | 1 |
| MCCREA GREGORY J | SECRETARY | 1 | $0 | $181,761 | $112,741 | $294,502 | 1 |
| PORTER BETSY L | MANAGER, MEMBER BENEFITS | 9 | $0 | $175,792 | $114,581 | $290,373 | 1 |
| CLEMENT DEREK S | ASST IN MEMBER BENEFITS | 3 | $0 | $168,758 | $109,952 | $278,710 | 1 |
| ABRAHAM J PHILIPPE | CHAIRPERSON/TRUSTEE | 1 | $0 | $163,978 | $101,726 | $265,704 | 1 |
| LACHAPELLE GINGER | DIRECTOR OF MEMBER BENEFITS | 9 | $0 | $157,936 | $90,644 | $248,580 | 1 |
| FELLOWS DEBRA L | ASST MGR. IN MEMBER BENEFI | 9 | $0 | $140,371 | $75,626 | $215,997 | 1 |
| FRANZ LAURA | TRUSTEE | 1 | $0 | $35,236 | $0 | $35,236 | 1 |
| BUSHEY MICHELE | TRUSTEE | 1 | $0 | $16,418 | $0 | $16,418 | 1 |
| SILL MICHAEL | TRUSTEE | 1 | $0 | $16,418 | $0 | $16,418 | 1 |
| CARNER-SHAFRAN SANDRA | TRUSTEE | 1 | $0 | $8,716 | $0 | $8,716 | 1 |
| SHERMAN RODERICK | TRUSTEE | 1 | $0 | $2,705 | $0 | $2,705 | 1 |
2022 · 14 people listed · 14 paid, $2.6M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LOCKWOOD JEFFREY J | CFO, DIRECTOR OF FINANCE | 1 | $0 | $209,804 | $117,042 | $326,846 | 1 |
| TRAVINSKI MICHAEL S | ASSOC GENERAL COUNSEL | 1 | $0 | $205,746 | $103,891 | $309,637 | 1 |
| CARLISTO DONALD | TRUSTEE | 1 | $0 | $187,413 | $107,163 | $294,576 | 1 |
| FERRUCCI JACLYN L | DEPUTY DIRECTOR FINANCE | 1 | $0 | $178,741 | $107,065 | $285,806 | 1 |
| PORTER BETSY L | MANAGER, MEMBER BENEFITS | 9 | $0 | $167,876 | $103,884 | $271,760 | 1 |
| CLEMENT DEREK S | ASST IN MEMBER BENEFITS | 3 | $0 | $166,526 | $103,540 | $270,066 | 1 |
| ABRAHAM J PHILIPPE | CHAIRPERSON/TRUSTEE | 1 | $0 | $162,574 | $95,419 | $257,993 | 1 |
| SAMUELS EMILY B | SECRETARY | 1 | $0 | $152,775 | $98,119 | $250,894 | 1 |
| FELLOWS DEBRA L | ASST MGR. IN MEMBER BENEFITS | 9 | $0 | $127,688 | $69,311 | $196,999 | 1 |
| FRANZ LAURA | TRUSTEE | 1 | $0 | $31,747 | $0 | $31,747 | 1 |
| CARNER-SHAFRAN SANDRA | TRUSTEE | 1 | $0 | $24,847 | $0 | $24,847 | 1 |
| BUSHEY MICHELE | TRUSTEE | 1 | $0 | $18,775 | $0 | $18,775 | 1 |
| SILL MICHAEL | TRUSTEE | 1 | $0 | $16,096 | $0 | $16,096 | 1 |
| SHERMAN RODERICK | TRUSTEE | 1 | $0 | $2,555 | $0 | $2,555 | 1 |
2021 · 13 people listed · 13 paid, $2.7M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LOCKWOOD JEFFREY J | CFO, DIRECTOR OF FINANCE | 2 | $0 | $209,311 | $126,514 | $335,825 | 1 |
| HARTNETT JEFFREY S | PLAN ADMINISTRATOR | 9 | $0 | $201,269 | $120,747 | $322,016 | 1 |
| TRAVINSKI MICHAEL S | ASSOC GENERAL COUNSEL | 5 | $0 | $201,457 | $107,394 | $308,851 | 1 |
| FERRUCCI JACLYN L | DEPUTY DIRECTOR FINANCE | 9 | $0 | $176,546 | $110,337 | $286,883 | 1 |
| PORTER BETSY L | MANAGER, MEMBER BENEFITS | 9 | $0 | $163,761 | $107,316 | $271,077 | 1 |
| CLEMENT DEREK S | ASST IN MEMBER BENEFITS | 5 | $0 | $155,435 | $106,898 | $262,333 | 1 |
| COLLIGAN DONALD | ASST IN MEMBER BENEFITS | 5 | $0 | $150,840 | $104,383 | $255,223 | 1 |
| ABRAHAM J PHILIPPE | CHAIRPERSON/TRUSTEE | 1 | $0 | $152,930 | $97,710 | $250,640 | 1 |
| SAMUELS EMILY B | SECRETARY | 1 | $0 | $145,039 | $102,747 | $247,786 | 1 |
| CARLISTO DONALD | TRUSTEE | 1 | $0 | $69,163 | $53,666 | $122,829 | 1 |
| LAURA FRANZ | TRUSTEE | 1 | $0 | $25,749 | $0 | $25,749 | 3 |
| SANDRA CARNER-SHAFRAN | TRUSTEE | 1 | $0 | $24,609 | $0 | $24,609 | 4 |
| RODERICK SHERMAN | TRUSTEE | 1 | $0 | $2,500 | $0 | $2,500 | 4 |
2020 · 13 people listed · 13 paid, $2.6M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEFFREY J LOCKWOOD | CFO, DIRECTOR OF FINANCE | 2 | $0 | $209,884 | $119,281 | $329,165 | 7 |
| JEFFREY S HARTNETT | PLAN ADMINISTRATOR | 2 | $0 | $200,751 | $114,924 | $315,675 | 3 |
| MICHAEL S TRAVINSKI | ASSOCIATE GENERAL COUNSEL | 7 | $0 | $203,605 | $104,287 | $307,892 | 2 |
| JACLYN L FERRUCCI | DEPUTY DIRECTOR OF FINANCE | 9 | $0 | $178,139 | $103,662 | $281,801 | 2 |
| DEREK S CLEMENT | ASSISTANT IN MEMBER BENEFITS | 35 | $0 | $160,239 | $106,072 | $266,311 | 1 |
| J PHILIPPE ABRAHAM | CHAIRPERSON | 1 | $0 | $168,923 | $92,257 | $261,180 | 13 |
| DONALD COLLIGAN | ASSISTANT IN MEMBER BENEFITS | 35 | $0 | $150,954 | $102,781 | $253,735 | 2 |
| BETSY L PORTER | MANAGER, MEMBER BENEFITS | 35 | $0 | $150,773 | $100,788 | $251,561 | 2 |
| EMILY SAMUELS | SECRETARY | 1 | $0 | $143,515 | $91,602 | $235,117 | 2 |
| SANDRA CARNER-SHAFRAN | TRUSTEE | 1 | $0 | $24,764 | $0 | $24,764 | 4 |
| DONALD CARLISTO | TRUSTEE | 1 | $0 | $23,554 | $0 | $23,554 | 3 |
| LAURA FRANZ | TRUSTEE | 1 | $0 | $7,890 | $0 | $7,890 | 3 |
| RODERICK SHERMAN | TRUSTEE | 1 | $0 | $2,500 | $0 | $2,500 | 4 |
2019 · 6 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DONALD CARLISTO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| ARTHUR PEPPER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| RODERICK SHERMAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| EMILY SAMUELS | SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| SANDRA CARNER-SHAFRAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| J PHILIPPE ABRAHAM | CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 13 |
2018 · 7 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DONALD CARLISTO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| ARTHUR PEPPER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| RODERICK SHERMAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| JEFFREY HARTNETT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| EMILY SAMUELS | SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| SANDRA CARNER-SHAFRAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| J PHILIPPE ABRAHAM | CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 13 |
2017 · 8 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DONAL CARLISTO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DEBORAH PAULIN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ARTHUR PEPPER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| RODERICK SHERMAN | CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 4 |
| JEFFREY HARTNETT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| EMILY SAMUELS | SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| SANDRA CARNER-SHAFRAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| J PHILIPPE ABRAHAM | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 13 |
2016 · 8 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN BURNS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| BARBARA HAFNER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| DEBORAH PAULIN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ARTHUR PEPPER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| RODERICK SHERMAN | CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 4 |
| JEFFREY HARTNETT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| EMILY SAMUELS | SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| SANDRA CARNER-SHAFRAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
Highest-paid independent contractors
2024 · 3 contractors · $5.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| HEALTHSMART BENEFIT SOLUTIONS | IRVING, TX | THIRD PARTY CLAIMS PROCESSOR/ADMINISTRAT | $2,681,584 |
| AMBA ADMINISTRATORS INC | URBANDALE, IA | THIRD PARTY CLAIMS PROCESSOR, RECORDKEEP | $2,600,699 |
| STACEY BRAUN ASSOCIATES INC | NEW YORK, NY | INVESTMENT ADVISORY/MANAGEMENT | $660,297 |
2023 · 3 contractors · $4.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| HEALTHSMART BENEFIT SOLUTIONS | IRVING, TX | THIRD PARTY CLAIMS PROCESSOR/ADMINISTRAT | $2,277,904 |
| AMBA ADMINISTRATORS INC | URBANDALE, IA | THIRD PARTY CLAIMS PROCESSOR, RECORDKEEP | $1,907,755 |
| STACEY BRAUN ASSOCIATES INC | NEW YORK, NY | INVESTMENT ADVISORY/MANAGEMENT | $556,616 |
2022 · 4 contractors · $5.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| HEALTHSMART BENEFIT SOLUTIONS | IRVING, TX | THIRD PARTY CLAIMS PROCESSOR/ADMINISTRAT | $2,601,106 |
| AMBA ADMINISTRATORS INC | URBANDALE, IA | THIRD PARTY CLAIMS PROCESSOR, RECORDKEEP | $1,933,516 |
| STACEY BRAUN ASSOCIATES INC | NEW YORK, NY | INVESTMENT ADVISORY/MANAGEMENT | $509,206 |
| THE SEGAL COMPANY | NEW YORK, NY | ACTUARIAL, CONSULTING | $102,366 |
2021 · 4 contractors · $6.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| MERCER HEALTH & BENEFITS ADMINISTRATION | URBANDALE, IA | THIRD PARTY CLAIMS PROCESSOR, RECORDKEEP | $2,789,843 |
| HEALTHSMART BENEFIT SOLUTIONS | IRVING, TX | THIRD PARTY CLAIMS PROCESSOR/ADMINISTRAT | $2,593,115 |
| STACEY BRAUN ASSOCIATES INC | NEW YORK, NY | INVESTMENT ADVISORY/MANAGEMENT | $482,021 |
| MEYER SUOZZI ENGLISH & KLEIN PC | NEW YORK, NY | LEGAL | $139,761 |
2020 · 3 contractors · $6.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| MERCER HEALTH & BENEFITS ADMINISTRATION | URBANDALE, IA | CLAIMS PROCESSOR, RECORDKEEPER & INFORMA | $3,675,523 |
| HEALTHSMART BENEFIT SOLUTIONS | IRVING, TX | CLAIMS PROCESSOR | $2,613,418 |
| STACEY BRAUN ASSOCIATES INC | NEW YORK, NY | INVESTMENT MANAGEMENT | $417,014 |
2019 · 4 contractors · $8.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| MERCER CONSUMER | URBANDALE, IA | CLAIMS PROCESSOR, RECORDKEEPER & INFORMA | $4,975,096 |
| HEALTHSMART BENEFIT SOLUTIONS | IRVING, TX | CLAIMS PROCESSOR | $3,219,352 |
| STACEY BRAUN ASSOCIATES INC | NEW YORK, NY | INVESTMENT MANAGEMENT | $404,012 |
| THE SEGAL COMPANY | NEW YORK, NY | ACTUARIAL AND BENEFIT CONSULTING SERVICE | $140,494 |
2018 · 4 contractors · $10.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| MERCER CONSUMER | URBANDALE, IA | CLAIMS PROCESSOR, RECORDKEEPER & INFORMA | $5,707,517 |
| HEALTHSMART BENEFIT SOLUTIONS | IRVING, TX | CLAIMS PROCESSOR | $3,945,228 |
| STACEY BRAUN ASSOCIATES INC | NEW YORK, NY | INVESTMENT MANAGEMENT | $436,736 |
| AMERICAN GENERAL LIFE INSURANCE CO | NEPTUNE, NJ | CONSULTING | $128,000 |
2017 · 5 contractors · $5.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| MERCER CONSUMER | URBANDALE, IA | CLAIMS PROCESSOR; RECORDKEEPER & INFORMA | $4,435,551 |
| STACEY BRAUN ASSOCIATES INC | NEW YORK, NY | INVESTMENT MANAGEMENT | $368,827 |
| AMERICAN GENERAL LIFE INSURANCE CO | NEPTUNE, NJ | CONSULTING | $176,000 |
| MEYER SUOZZI ENGLISH & KLEIN PC | NEW YORK, NY | LEGAL | $123,368 |
| SEGAL CONSULTING | NEW YORK, NY | ACTUARIAL/BENEFITS CONSULTING | $102,100 |
2016 · 5 contractors · $3.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| MERCER CONSUMER | URBANDALE, IA | CLAIMS PROCESSOR; RECORDKEEPER & INFORMA | $3,059,739 |
| STACEY BRAUN ASSOCIATES INC | NEW YORK, NY | INVESTMENT MANAGEMENT | $292,463 |
| AMERICAN GENERAL LIFE INSURANCE CO | NEPTUNE, NJ | CONSULTING | $272,000 |
| MEYER SUOZZI ENGLISH & KLEIN PC | NEW YORK, NY | LEGAL | $153,852 |
| SEGAL CONSULTING | NEW YORK, NY | ACTUARIAL/BENEFITS CONSULTING | $131,871 |
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $51,255,298 | $29,226,113 | $212,113,236 | $209,741,038 | $0 | $37,445,143 | $0 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $40,748,810 | $28,168,874 | $184,862,048 | $181,559,555 | $0 | $37,296,104 | $0 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $43,148,939 | $25,958,750 | $159,504,251 | $157,077,575 | $0 | $38,367,427 | $0 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $48,601,749 | $27,748,490 | $163,944,061 | $161,888,348 | $0 | $40,065,598 | $0 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $41,660,045 | $31,298,003 | $141,605,758 | $139,241,350 | $0 | $38,467,663 | $0 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $42,411,248 | $35,018,157 | $121,800,286 | $119,322,900 | $0 | $39,829,848 | $0 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $41,931,127 | $31,314,620 | $105,026,629 | $101,906,009 | $0 | $37,861,500 | $0 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $35,832,080 | $22,457,177 | $98,973,344 | $96,400,958 | $0 | $33,668,093 | $0 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $33,078,408 | $16,140,032 | $80,563,966 | $78,172,869 | $0 | $32,714,988 | $0 | 0 | 0 |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| SOUTHAMPTON HOSPITAL ASSOCIATION | NY | E80 | $29,727,704 | $1,278,800 | TRUSTEE | $0 | Same NTEE code E80, revenue within 2x, same state |
| GUARDIANS OF THE SICK INC | NY | E80 | $27,808,806 | $27,579,168 | CEO | $182,186 | Same NTEE code E80, revenue within 2x, same state |
| PRIMARY CARE DEVELOPMENT CORPORATION | NY | E80 | $28,277,474 | $12,707,402 | CEO | $423,890 | Same NTEE code E80, revenue within 2x, same state |
| NORTH CAROLINA MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST | NC | E80 | $47,837,781 | $52,613,797 | CHAIR | $3,000 | Same NTEE code E80, revenue within 2x |
| TUFTS MEDICINE INTEGRATED NETWORK I NC | MA | E80 | $52,528,566 | $48,925,071 | FORMER DIRECTOR (UNTIL 9/23) | $1,140,951 | Same NTEE code E80, revenue within 2x |
| UNION HEALTH SERVICE INC | IL | E80 | $95,066,301 | $86,797,263 | PHYSICIAN | $614,353 | Same NTEE code E80, revenue within 2x |
| MICHIGAN HEALTH INFORMATION TECHNOLOGY NETWORK SHARED SERVICE | MI | E80 | $47,284,982 | $47,114,637 | EXECUTIVE DI | $504,462 | Same NTEE code E80, revenue within 2x |
| COLORADO HEALTH BENEFIT EXCHANGE | CO | E80 | $72,273,797 | $59,284,311 | CHIEF EXECUTIVE OFFICER | $439,305 | Same NTEE code E80, revenue within 2x |
| ZION HEALTH | UT | E80 | $93,717,646 | $90,414,911 | INTERIM PRESIDENT | $210,201 | Same NTEE code E80, revenue within 2x |
| ASANTE PHYSICIAN PARTNERS | OR | E80 | $60,757,307 | $101,852,990 | MEDICAL DOCTOR | $2,359,669 | Same NTEE code E80, revenue within 2x |
| NORTHEAST OKLAHOMA COMMUNITY HEALTH CENTERS INC | OK | E80 | $29,609,910 | $24,560,394 | CEO | $275,000 | Same NTEE code E80, revenue within 2x |
| HARRIS HEALTH STRATEGIC FUND | TX | E80 | $29,179,039 | $4,213,972 | CHAIRPERSON | $0 | Same NTEE code E80, revenue within 2x |
| NORTON WLH REAL ESTATE INC | KY | E80 | $50,311,429 | $469,106 | Trustee, Treasurer | $0 | Same NTEE code E80, revenue within 2x |
| VALLEY-WIDE HEALTH SYSTEMS INC | CO | E80 | $64,977,482 | $64,788,080 | CHIEF EXECUTIVE OFFICER | $346,470 | Same NTEE code E80, revenue within 2x |
| DETROIT EDUCATION & RESEARCH | TX | E80 | $79,545,737 | $79,545,737 | PRESIDENT | $0 | Same NTEE code E80, revenue within 2x |
| QUARTZ HEALTH PLAN MN CORPORATION | WI | E80 | $51,571,251 | $51,770,673 | PRESIDENT & CEO | $1,131,377 | Same NTEE code E80, revenue within 2x |
| NURSE FAMILY PARTNERSHIP | CO | E80 | $42,539,779 | $30,712,013 | CHIEF CHILD FIRST & CMHO (THRU 10/23) | $1,575,825 | Same NTEE code E80, revenue within 2x |
| MAINE GUARANTEED ACCESS REINSURANCE ASSOCIATION | ME | E80 | $79,759,393 | $61,102,268 | Chair | $0 | Same NTEE code E80, revenue within 2x |
| SCHOOL-BASED HEALTH ALLIANCE | DC | E80 | $35,843,069 | $15,770,501 | PRESIDENT | $221,377 | Same NTEE code E80, revenue within 2x |
| CAREPARTNERS OF CONNECTICUT INC | MA | E80 | $94,162,411 | $108,617,660 | Dir/EVP/Pres, Mrkts(St 11/24) | $1,739,964 | Same NTEE code E80, revenue within 2x |
| TOIYABE INDIAN HEALTH PROJECT INC | CA | E80 | $33,303,235 | $30,238,396 | PHYSICIAN | $391,909 | Same NTEE code E80, revenue within 2x |
| SAMARITAN MINISTRIES INTERNATIONAL | IL | E80 | $73,414,493 | $59,427,024 | PRESIDENT/CEO | $417,087 | Same NTEE code E80, revenue within 2x |
| IOWA PRESCRIPTION DRUG CORPORATION | IA | E80 | $28,994,750 | $22,637,975 | CEO | $207,775 | Same NTEE code E80, revenue within 2x |
| INSPIRA HEALTH NETWORK LIFE INC | NJ | E80 | $32,695,544 | $35,692,887 | TRUSTEE | $2,805,966 | Same NTEE code E80, revenue within 2x |
| SHUNPIKE CHARITABLE FOUNDATION | CA | E80 | $27,056,837 | $1,997,417 | President | $0 | Same NTEE code E80, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $29,226,113 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $22,673,769 | - | - | - | 77.6% | |
| Fees: other services | $4,537,467 | - | - | - | 15.5% | |
| Other (as described) | ADMINISTRATIVE SERVICE | $766,893 | - | - | - | 2.6% |
| Fees: investment management | $729,797 | - | - | - | 2.5% | |
| Other (as described) | PCORI FEE | $312,012 | - | - | - | 1.1% |
| Advertising and promotion | $95,689 | - | - | - | 0.3% | |
| Insurance | $44,429 | - | - | - | 0.2% | |
| Fees: accounting | $37,411 | - | - | - | 0.1% | |
| Fees: legal | $28,646 | - | - | - | 0.1% | |
| Total | $29,226,113 | 100% |
2023 · Form 990 · $28,168,874 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $21,320,776 | - | - | - | 75.7% | |
| Fees: other services | $4,564,898 | - | - | - | 16.2% | |
| Other (as described) | ADMINISTRATIVE SERVICE | $867,375 | - | - | - | 3.1% |
| Fees: investment management | $532,059 | - | - | - | 1.9% | |
| Advertising and promotion | $471,339 | - | - | - | 1.7% | |
| Other (as described) | PCORI FEE | $279,561 | - | - | - | 1.0% |
| Fees: accounting | $64,176 | - | - | - | 0.2% | |
| Insurance | $43,239 | - | - | - | 0.2% | |
| Fees: legal | $25,451 | - | - | - | 0.1% | |
| Total | $28,168,874 | 100% |
2022 · Form 990 · $25,958,750 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $18,805,696 | - | - | - | 72.4% | |
| Fees: other services | $4,868,220 | - | - | - | 18.8% | |
| Other (as described) | ADMINISTRATIVE SERVICE | $1,229,744 | - | - | - | 4.7% |
| Fees: investment management | $501,999 | - | - | - | 1.9% | |
| Other (as described) | PCORI FEE | $269,360 | - | - | - | 1.0% |
| Advertising and promotion | $104,665 | - | - | - | 0.4% | |
| Fees: legal | $74,958 | - | - | - | 0.3% | |
| Fees: accounting | $60,997 | - | - | - | 0.2% | |
| Insurance | $43,111 | - | - | - | 0.2% | |
| Total | $25,958,750 | 100% |
2021 · Form 990 · $27,748,490 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $19,858,216 | - | - | - | 71.6% | |
| Fees: other services | $5,318,703 | - | - | - | 19.2% | |
| Other (as described) | ADMINISTRATIVE SERVICE | $1,477,603 | - | - | - | 5.3% |
| Fees: investment management | $500,315 | - | - | - | 1.8% | |
| Other (as described) | PCORI FEE | $285,076 | - | - | - | 1.0% |
| Fees: legal | $130,724 | - | - | - | 0.5% | |
| Advertising and promotion | $91,743 | - | - | - | 0.3% | |
| Fees: accounting | $43,566 | - | - | - | 0.2% | |
| Insurance | $40,730 | - | - | - | 0.1% | |
| Other (as described) | REIMBURSED EXPENSES | $1,814 | - | - | - | 0.0% |
| Total | $27,748,490 | 100% |
2020 · Form 990 · $31,298,003 spent · pay $0 · grants $0 · events $65
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $22,612,441 | - | - | - | 72.2% | |
| Fees: other services | $5,855,733 | - | - | - | 18.7% | |
| Other (as described) | ADMINISTRATIVE SERVICE | $1,613,240 | - | - | - | 5.2% |
| Fees: investment management | $434,483 | - | - | - | 1.4% | |
| Advertising and promotion | $374,575 | - | - | - | 1.2% | |
| Other (as described) | PCORI FEE | $261,645 | - | - | - | 0.8% |
| Fees: legal | $63,730 | - | - | - | 0.2% | |
| Fees: accounting | $43,000 | - | - | - | 0.1% | |
| Insurance | $37,668 | - | - | - | 0.1% | |
| Other (as described) | REIMBURSED EXPENSES | $1,423 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $65 | - | - | - | 0.0% | |
| Total | $31,298,003 | 100% |
2019 · Form 990 · $35,018,157 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $24,503,478 | - | - | - | 70.0% | |
| Fees: other services | $8,031,764 | - | - | - | 22.9% | |
| Other (as described) | ADMINISTRATIVE SERVICE | $1,601,097 | - | - | - | 4.6% |
| Fees: investment management | $395,354 | - | - | - | 1.1% | |
| Other (as described) | PCORI FEE | $248,538 | - | - | - | 0.7% |
| Fees: legal | $86,999 | - | - | - | 0.2% | |
| Advertising and promotion | $76,789 | - | - | - | 0.2% | |
| Fees: accounting | $38,000 | - | - | - | 0.1% | |
| Insurance | $35,878 | - | - | - | 0.1% | |
| Other (as described) | OTHER FEES | $260 | - | - | - | 0.0% |
| Total | $35,018,157 | 100% |
2018 · Form 990 · $31,314,620 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $19,585,141 | - | - | - | 62.5% | |
| Fees: other services | $9,028,996 | - | - | - | 28.8% | |
| Other (as described) | ADMINISTRATIVE SERVICE | $1,459,299 | - | - | - | 4.7% |
| Fees: investment management | $441,465 | - | - | - | 1.4% | |
| Advertising and promotion | $339,792 | - | - | - | 1.1% | |
| Other (as described) | PCORI FEE | $285,877 | - | - | - | 0.9% |
| Fees: legal | $79,177 | - | - | - | 0.3% | |
| Fees: accounting | $43,000 | - | - | - | 0.1% | |
| Insurance | $35,878 | - | - | - | 0.1% | |
| Other (as described) | OTHER FEES | $15,995 | - | - | - | 0.1% |
| Total | $31,314,620 | 100% |
2017 · Form 990 · $22,457,177 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $15,124,052 | - | - | - | 67.3% | |
| Fees: other services | $4,606,710 | - | - | - | 20.5% | |
| Other (as described) | ADMINISTRATIVE SERVICE | $1,745,365 | - | - | - | 7.8% |
| Fees: investment management | $389,039 | - | - | - | 1.7% | |
| Other (as described) | PCORI FEE | $189,463 | - | - | - | 0.8% |
| Advertising and promotion | $168,333 | - | - | - | 0.7% | |
| Fees: legal | $134,895 | - | - | - | 0.6% | |
| Insurance | $54,276 | - | - | - | 0.2% | |
| Fees: accounting | $36,971 | - | - | - | 0.2% | |
| Other (as described) | OTHER FEES | $8,073 | - | - | - | 0.0% |
| Total | $22,457,177 | 100% |
2016 · Form 990 · $16,140,032 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $10,506,959 | - | - | - | 65.1% | |
| Fees: other services | $3,706,993 | - | - | - | 23.0% | |
| Other (as described) | ADMINISTRATIVE SERVICE | $1,060,753 | - | - | - | 6.6% |
| Fees: investment management | $312,739 | - | - | - | 1.9% | |
| Other (as described) | PCORI FEE | $187,353 | - | - | - | 1.2% |
| Fees: legal | $180,859 | - | - | - | 1.1% | |
| Advertising and promotion | $103,673 | - | - | - | 0.6% | |
| Insurance | $46,272 | - | - | - | 0.3% | |
| Fees: accounting | $34,431 | - | - | - | 0.2% | |
| Total | $16,140,032 | 100% |